AS
Andrzej Soldek Portfolio
Invests via General Pension Society PZU Joint Stock Co | Managed by Andrzej Soldek
Invests via General Pension Society PZU Joint Stock Co
Managed by Andrzej Soldek
Automatically Tracked
Veteran Warsaw-based investor focused on private equity and real assets across Central Europe, active in deal sourcing, portfolio management and value creation. Andrzej Soldek brings operational and capital-markets experience, having led deal teams, structured buyouts and overseen asset repositioning. Known for pragmatic due diligence, governance emphasis and LP relations, typically targeting mid-market growth and turnaround opportunities.
Veteran Warsaw-based investor focused on private equity and real assets across Central Europe, active in deal sourcing, portfolio management and value creation. Andrzej Soldek brings operational and capital-markets experience, having led deal teams, structured buyouts and overseen asset repositioning. Known for pragmatic due diligence, governance emphasis and LP relations, typically targeting mid-market growth and turnaround opportunities.
Investment Philosophy & Strategy
Pragmatic, value‑oriented private equity investor prioritizing mid‑market growth and turnaround opportunities across Central Europe. Combines operational leadership and capital‑markets discipline to underwrite deals with clear value‑creation roadmaps, active governance and measurable KPIs. Capital allocation favors buyouts and repositioning assets where operational fixes and strategic repositioning can drive EBITDA expansion. Investment horizon is medium to long term, with strict risk controls, staged capital deployment and hands‑on portfolio management to protect downside while unlocking growth.
Pragmatic, value‑oriented private equity investor prioritizing mid‑market growth and turnaround opportunities across Central Europe. Combines operational leadership and capital‑markets discipline to underwrite deals with clear value‑creation roadmaps, active governance and measurable KPIs. Capital allocation favors buyouts and repositioning assets where operational fixes and strategic repositioning can drive EBITDA expansion. Investment horizon is medium to long term, with strict risk controls, staged capital deployment and hands‑on portfolio management to protect downside while unlocking growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
196.13%
Gain -2.08%
Monthly
1.5%
Yearly
19.49%
Drawdown
29.76%
$709.43M
Equity
Holdings
$709.43M
Investment
$524.95M
$562.39M
Profit -$9.45M
Realized
$377.91M
Unrealized
$184.48M
Dividends
$46.41M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.08%
Profit
-$9.45M
Win %
81%
This Week
Compared To Last Week
Gain
-4.15%
Profit
-$30.7M
Win %
81%
This Month
Compared to last month
Gain
-0.01%
Profit
-$101,450.12
Win %
81%
This Year
Compared to last year
Gain
4.52%
Profit
$33.54M
Win %
84%
INTC Intel Corporation
-4.91%
-$4,685 
HPQ HP Inc.
-3.02%
-$241,056 
GOOGL Alphabet Inc
-2.8%
-$1.24M 
GOOG Alphabet Inc
-2.61%
-$1.14M 
AMZN Amazon.com Inc
-2.36%
-$1.88M 
MSFT Microsoft Corp.
-2.32%
-$1.59M 
NVDA NVIDIA Corporation
-1.38%
-$598,000 
FCX Freeport-McMoRan Inc.
-1.2%
-$2.39M 
FDX FedEx Corporation
-1%
-$225,340.6 
VST Vistra Corp
-0.98%
-$502,516.41 
SCCO Southern Copper Corporation
-0.52%
-$406,462.43 
NKE Nike, Inc. - Class B
-0.38%
-$15,866.2 
BAC Bank of America Corporation
-0.37%
-$82,671.28 
BA Boeing Company
-0.06%
-$14,890.8 Events
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Dividends
Dividend Analysis
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| Trades 389 | Longs Won 327/389 84% | Profit Factor 11.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.07M |
| Average Win $1.89M | Best Trade (Oct 14) $21.28M | Sharpe Ratio -8.31 |
| Average Loss -$879,744.3 | Worst Trade (Mar 31) -$7.95M | Z-Score 4.42 (100%) |
| Commissions $0 | Avg. Trade Length 3y 9m 1w 6d | Expectancy $1.45M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 806 | 726 | 645 | 565 | 484 | 403 | 323 | 242 | 161 | 81 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 312,372 | $53.87M | $77.7M | - | $23.84M | 44.25% | -2.361% |
| BA Boeing Company | 124,090 | $26.33M | $23.4M | - | -$2.92M | -11.1% | -0.064% |
| BAC Bank of America Corporation | 435,112 | $18.43M | $22.41M | - | $3.98M | 21.59% | -0.368% |
| FCX Freeport-McMoRan Inc. | 2.85M | $164.04M | $197.06M | - | $33.02M | 20.13% | -1.199% |
| FDX FedEx Corporation | 75,872 | $13.54M | $22.2M | - | $8.66M | 63.91% | -1.005% |
 FDXF FedEx Freight Holding Company Inc. | 37,936 | $5.73M | $4.29M | - | -$1.44M | -25.16% | +2.271% |
| GOOG Alphabet Inc | 126,200 | $23.13M | $42.39M | - | $19.26M | 83.25% | -2.612% |
| GOOGL Alphabet Inc | 126,240 | $23.12M | $42.85M | - | $19.73M | 85.34% | -2.803% |
| HPQ HP Inc. | 259,200 | $3.28M | $7.76M | - | $4.47M | 136.25% | -3.015% |
| INTC Intel Corporation | 1,000 | $22,400 | $90,685 | - | $68,285 | 304.84% | -4.912% |
| MSFT Microsoft Corp. | 127,100 | $51.1M | $66.97M | - | $15.87M | 31.06% | -2.319% |
| NKE Nike, Inc. - Class B | 113,330 | $6.7M | $4.19M | - | -$2.51M | -37.41% | -0.377% |
| NVDA NVIDIA Corporation | 200,000 | $37.8M | $42.85M | - | $5.05M | 13.36% | -1.376% |
 RTX RTX Corporation | 142,005 | $15.67M | $27.33M | - | $11.66M | 74.41% | +2.937% |
| SCCO Southern Copper Corporation | 385,272.45 | $29.9M | $77.3M | - | $47.4M | 158.49% | -0.523% |
| VST Vistra Corp | 331,694 | $52.28M | $50.63M | - | -$1.65M | -3.16% | -0.983% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrzej Soldek?
The largest contributions to the portfolio's profits come from the following stocks: Freeport-McMoRan Inc - $75.27M, Alphabet Inc - $49.32M, Alphabet Inc - $49.02M, Intel Corporation - $46.91M, and PayPal Holdings Inc - $35.26M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Affimed N.V - $10.74M, Jack in the Box Inc - $7.6M, GOOGL - $4.08M, Fluor Corporation - $1.79M, and Harley-Davidson Inc - $1.09M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrzej Soldek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.41M earned over time. The largest contributors to dividend income include Freeport-McMoRan Inc - $7.7M, Southern Copper Corporation - $6.68M, General Motors Company - $6.42M, Bank of America Corporation - $5.28M, and FedEx Corporation - $3.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrzej Soldek's monthly returns?
Andrzej Soldek's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Andrzej Soldek's strategy be considered aggressive or moderate?
Andrzej Soldek's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Andrzej Soldek's strategy?
Andrzej Soldek's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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